Project 3 - Jackson Hewitt
Refund Advance
- Jackson Hewitt offers a loan product in conjunction with a national financial group.
- Loans are made available from mid-November onwards.
- An Eloqua form is created and placed on our website to create and capture leads interested in the launch of the product.
- A small segment of VIP preselected customers are sent out preapproved emails and invited to apply for their loans early.
- Once the website launches, I handle the triggered loan outcome emails.
- An auto synch is setup where Eloqua picks up the data files from a SFTP and processes directly to the Contact Record, where segments can be created using these fields.
Example email with personalized loan amounts displaying dynamic content with data from BI team from SFTP.
Example email with personalized loan amounts displaying dynamic content with data from BI team from SFTP.
Campaign canvas for one of the Refund Advance loan products. This has been simplified since it is regarded as a service email.
Campaign canvas for one of the Refund Advance loan products. This has been simplified since it is regarded as a service email.
